Lone Wolf Financial

Weiss Financial Group is an independent financial services firm based in Loveland, Colorado, dedicated to helping individuals create personalized retirement strategies. With a focus on holistic financial planning, they go beyond investment decisions to address concerns such as estate planning, tax efficiency, and asset protection. Their team of experts guides clients through a step-by-step process to establish income goals and confidently manage their finances. With a commitment to empowering individuals to live their best lives in retirement, Weiss Financial Group offers comprehensive retirement planning services. They understand the importance of considering factors like asset distribution, tax efficiency, and estate planning to ensure a secure financial future. Whether clients need assistance with income shortfall, asset protection, or Medicaid planning, Weiss Financial Group provides personalized solutions tailored to their unique needs and objectives.Generated from the website

CG Financial Group LLC, based in Johnston, Iowa, is committed to providing honest and straightforward financial advice to consumers seeking independent guidance. Their services range from comprehensive financial planning to term life insurance quotes, as well as access to top-tier annuity solutions, all supported by a methodical seven-step process designed for effective planning. For financial professionals, CG Financial Group offers a robust platform including sales training, case-design technology, and extensive resources through The CG Academy. This organization stands out for its unbiased approach, eschewing proprietary products in favor of a wide array of planning opportunities, ensuring that clients receive recommendations tailored to their individual needs. Generated from the website

Honkamp Krueger Financial Services, Inc ( HKFS ), engages with CPA firms to assist them in providing wealth management for their clients. Founded in 1995 by partners of Honkamp Krueger & Company, P.C, a leading regional CPA firm, HKFS has become a premier provider of wealth management services throughout the Midwest. While our corporate offices are centrally located in Dubuque, Iowa, we serve clients throughout the United States. Our financial advisors are located in Des Moines, Iowa ; Chicago, Illinois ; Rochester, Minnesota ; St. Louis, Missouri ; Omaha, Nebraska ; Rapid City, South Dakota ; Sioux Falls, South Dakota ; Madison, Wisconsin ; and Neenah, Wisconsin. Honkamp Krueger Financial Services is a Registered Investment Advisor. Since 1995, HKFS has been assisting CPA firms to provide comprehensive financial services for their high-net-worth clients. The HKFS management team is comprised of highly competent, experienced professionals, including Certified Public Accountants ( CPAs ), Chartered Financial Analysts ( CFAs ), Chartered Life Underwriters ( CLUs ), CERTIFIED FINANCIAL PLANNER' practitioners and attorneys. This experienced team dedicated to excellence has accomplished the following: Complete back-office support by experienced investment and insurance staff to assist in financial services implementation and reporting Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER' and federally registered CFP ( with flame logo ) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CPA Connection to wealth management planning is critical to most effectively manage any tax-related considerations with your financial situation.